See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,784 | $65,365+11.3% | $92,893-21.6% | $72,985-0.3% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | -5.44% | 42.10%-47.5pp | 109.41%-114.9pp | 81.00%-86.4pp |
| Employer contribution / active EE | $3,384 | $2,594+30.4% | $3,653-7.4% | $2,440+38.7% |
| Participant deferral / active EE | $3,052 | $3,128-2.4% | $4,236-27.9% | $3,607-15.4% |
| Admin fee / account holder | $7,920 | $4,251+86.3% | $5,794+36.7% | $5,124+54.6% |